ISHARES TR
Institutional coverage
99 13F filers hold $ISHG.
13F holders
99
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Plum Street Advisors, LLC
2.68% held
α +18.0pts
02
One Plus One Wealth Management, LLC
0.40% held
α +21.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 99 · Source: 13F-HR01
Diversified Trust Co
8.31% of portfolio
1,107,038 sh
02
Forefront Analytics, LLC
1.06% of portfolio
999,382 sh
03
Timelo Investment Management Inc.
0.84% of portfolio
950,975 sh
04
Banyan Capital Management, Inc.
—
627,848 sh
05
RE Dickinson Investment Advisors, LLC
0.03% of portfolio
574,992 sh
06
Lavaca Capital LLC
9.03% of portfolio
460,975 sh
07
Aljian Capital Management, LLC
9.14% of portfolio
332,827 sh
08
Wealth Forward, LLC
1.53% of portfolio
200,527 sh
09
Penserra Capital Management LLC
0.68% of portfolio
182,137 sh
10
Legal & General Group Plc
0.01% of portfolio
118,045 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $ISHG in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $ISHG in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:22 UTC.